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Update Wall Preference

Portfolio Summary Graph (Last 3 Weeks)

17 Oct 2020

1503 days ago
Portfolio

Portfolio Summary For 16 Oct 2020

Portfolio (All)

Baseline
SGX:ES3 on 16 Oct 2020, Day Change = +0.011 (+0.43%)

Total in SGD
Day Change = -3,976.67 (-1.15%)
Current Value = 342,231.14
Cash = 45,076.54
Total Portfolio = SGD 387,307.68

Time-Weighted = 19.93% (YTD), 146.91% (All)
Xirr = 25.92% (YTD), 23.11% (All)
Beta = 0.86
VaR = 10.91%
Expected Shortfall = 18.22%

P&L = +133,357 (+63.85%)
Dividends = +31,428.97 (+15.05%)
P&L + Div = +164,785.97 (+78.89%)

Closed P&L = +22,478.28 (+17.25%)
Closed Dividends = +718 (+0.55%)
Closed P&L + Div = +23,196.28 (+17.80%)

Overall P&L + Div = +187,982.25 (+87.94%)

1504 days ago
Portfolio

Portfolio Summary For 15 Oct 2020

Portfolio (All)

Baseline
SGX:ES3 on 15 Oct 2020, Day Change = -0.034 (-1.32%)

Total in SGD
Day Change = -1,950.7 (-0.56%)
Current Value = 346,373.79
Cash = 45,081.10
Total Portfolio = SGD 391,454.89

Time-Weighted = 20.71% (YTD), 148.51% (All)
Xirr = 27.05% (YTD), 23.33% (All)
Beta = 0.86
VaR = 10.89%
Expected Shortfall = 18.22%

P&L = +137,499.66 (+65.83%)
Dividends = +31,428.97 (+15.05%)
P&L + Div = +168,928.63 (+80.88%)

Closed P&L = +22,478.28 (+17.25%)
Closed Dividends = +718 (+0.55%)
Closed P&L + Div = +23,196.28 (+17.80%)

Overall P&L + Div = +192,124.91 (+89.88%)

1505 days ago
Portfolio

Portfolio Summary For 14 Oct 2020

Portfolio (All)

Baseline
SGX:ES3 on 14 Oct 2020, Day Change = -0.011 (-0.42%)

Total in SGD
Day Change = -7,350.79 (-2.07%)
Current Value = 348,010.19
Cash = 45,072.66
Total Portfolio = SGD 392,998.24

Time-Weighted = 23.15% (YTD), 153.53% (All)
Xirr = 30.43% (YTD), 23.98% (All)
Beta = 0.86
VaR = 10.89%
Expected Shortfall = 18.22%

P&L = +139,136.05 (+66.61%)
Dividends = +31,428.97 (+15.05%)
P&L + Div = +170,565.02 (+81.66%)

Closed P&L = +22,478.28 (+17.25%)
Closed Dividends = +718 (+0.55%)
Closed P&L + Div = +23,196.28 (+17.80%)

Overall P&L + Div = +193,761.3 (+90.65%)

1506 days ago
Portfolio

Portfolio Summary For 13 Oct 2020

Portfolio (All)

Baseline
SGX:ES3 on 13 Oct 2020, Day Change = +0.014 (+0.54%)

Total in SGD
Day Change = +2,850.42 (+0.81%)
Current Value = 355,660.51
Cash = 44,994.96
Unpaid Dividends = 84.78
Total Portfolio = SGD 400,655.47

Time-Weighted = 22.08% (YTD), 151.32% (All)
Xirr = 29.10% (YTD), 23.72% (All)
Beta = 0.86
VaR = 10.88%
Expected Shortfall = 18.22%

P&L = +146,786.38 (+70.28%)
Dividends = +31,428.97 (+15.05%)
P&L + Div = +178,215.35 (+85.32%)

Closed P&L = +22,478.28 (+17.25%)
Closed Dividends = +718 (+0.55%)
Closed P&L + Div = +23,196.28 (+17.80%)

Overall P&L + Div = +201,411.62 (+94.23%)

1507 days ago
Portfolio

Portfolio Summary For 12 Oct 2020

Portfolio (All)

Baseline
SGX:ES3 on 12 Oct 2020, Day Change = +0.019 (+0.74%)

Total in SGD
Day Change = +6,859.5 (+1.98%)
Current Value = 352,515.24
Cash = 44,987.66
Unpaid Dividends = 84.6
Total Portfolio = SGD 397,502.89

Time-Weighted = 19.81% (YTD), 146.66% (All)
Xirr = 26.37% (YTD), 23.18% (All)
Beta = 0.86
VaR = 10.85%
Expected Shortfall = 18.22%

P&L = +143,641.1 (+68.77%)
Dividends = +31,428.97 (+15.05%)
P&L + Div = +175,070.07 (+83.82%)

Closed P&L = +22,478.28 (+17.25%)
Closed Dividends = +718 (+0.55%)
Closed P&L + Div = +23,196.28 (+17.80%)

Overall P&L + Div = +198,266.35 (+92.76%)

10 Oct 2020

1510 days ago
Portfolio

Portfolio Summary For 9 Oct 2020

Portfolio (All)

Baseline
SGX:ES3 on 9 Oct 2020, Day Change = -0.011 (-0.43%)

Total in SGD
Day Change = +2,878.6 (+0.84%)
Current Value = 345,552.13
Cash = 44,984.97
Unpaid Dividends = 84.54
Total Portfolio = SGD 390,537.1

Time-Weighted = 18.87% (YTD), 144.72% (All)
Xirr = 25.19% (YTD), 22.95% (All)
Beta = 0.86
VaR = 10.84%
Expected Shortfall = 18.22%

P&L = +136,678 (+65.44%)
Dividends = +31,428.97 (+15.05%)
P&L + Div = +168,106.97 (+80.48%)

Closed P&L = +22,478.28 (+17.25%)
Closed Dividends = +718 (+0.55%)
Closed P&L + Div = +23,196.28 (+17.80%)

Overall P&L + Div = +191,303.25 (+89.50%)

1511 days ago
Portfolio

Portfolio Summary For 8 Oct 2020

Portfolio (All)

Baseline
SGX:ES3 on 8 Oct 2020, Day Change = +0.003 (+0.12%)

Total in SGD
Day Change = +1,965.8 (+0.58%)
Current Value = 342,836.27
Cash = 44,989.42
Unpaid Dividends = 84.64
Total Portfolio = SGD 387,825.69

Time-Weighted = 18.29% (YTD), 143.53% (All)
Xirr = 24.50% (YTD), 22.82% (All)
Beta = 0.86
VaR = 10.84%
Expected Shortfall = 18.22%

P&L = +133,962.14 (+64.14%)
Dividends = +31,428.97 (+15.05%)
P&L + Div = +165,391.11 (+79.18%)

Closed P&L = +22,478.28 (+17.25%)
Closed Dividends = +718 (+0.55%)
Closed P&L + Div = +23,196.28 (+17.80%)

Overall P&L + Div = +188,587.38 (+88.23%)

1512 days ago
Portfolio

Portfolio Summary For 7 Oct 2020

Portfolio (All)

Baseline
SGX:ES3 on 7 Oct 2020, Day Change = +0.010 (+0.39%)

Total in SGD
Day Change = +1,660.22 (+0.49%)
Current Value = 341,031.14
Cash = 44,993.79
Unpaid Dividends = 84.74
Total Portfolio = SGD 386,024.92

Time-Weighted = 17.61% (YTD), 142.13% (All)
Xirr = 23.66% (YTD), 22.65% (All)
Beta = 0.86
VaR = 10.88%
Expected Shortfall = 18.22%

P&L = +132,157 (+63.27%)
Dividends = +31,428.97 (+15.05%)
P&L + Div = +163,585.97 (+78.32%)

Closed P&L = +22,478.28 (+17.25%)
Closed Dividends = +718 (+0.55%)
Closed P&L + Div = +23,196.28 (+17.80%)

Overall P&L + Div = +186,782.25 (+87.38%)

1513 days ago
Portfolio

Portfolio Summary For 6 Oct 2020

Portfolio (All)

Baseline
SGX:ES3 on 6 Oct 2020, Day Change = +0.016 (+0.63%)

Total in SGD
Day Change = -2,788.51 (-0.81%)
Current Value = 339,665.66
Cash = 45,002.16
Unpaid Dividends = 84.92
Total Portfolio = SGD 384,655.82

Time-Weighted = 18.69% (YTD), 144.35% (All)
Xirr = 25.24% (YTD), 22.96% (All)
Beta = 0.87
VaR = 10.88%
Expected Shortfall = 18.22%

P&L = +130,791.53 (+62.62%)
Dividends = +31,428.97 (+15.05%)
P&L + Div = +162,220.5 (+77.66%)

Closed P&L = +22,478.28 (+17.25%)
Closed Dividends = +718 (+0.55%)
Closed P&L + Div = +23,196.28 (+17.80%)

Overall P&L + Div = +185,416.77 (+86.74%)

1514 days ago
Portfolio

Portfolio Summary For 5 Oct 2020

Portfolio (All)

Baseline
SGX:ES3 on 5 Oct 2020, Day Change = +0.023 (+0.91%)

Total in SGD
Day Change = +4,769.89 (+1.41%)
Current Value = 342,146.36
Cash = 44,981.67
Unpaid Dividends = 96.73
Total Portfolio = SGD 387,128.04

Time-Weighted = 17.04% (YTD), 140.96% (All)
Xirr = 23.25% (YTD), 22.57% (All)
Beta = 0.86
VaR = 10.87%
Expected Shortfall = 18.22%

P&L = +133,272.23 (+63.81%)
Dividends = +31,428.97 (+15.05%)
P&L + Div = +164,701.2 (+78.85%)

Closed P&L = +22,478.28 (+17.25%)
Closed Dividends = +718 (+0.55%)
Closed P&L + Div = +23,196.28 (+17.80%)

Overall P&L + Div = +187,897.48 (+87.90%)

3 Oct 2020

1517 days ago
Portfolio

Portfolio Summary For 2 Oct 2020

Portfolio (All)

Baseline
SGX:ES3 on 2 Oct 2020, Day Change = -0.004 (-0.16%)

Total in SGD
Day Change = -3,810.89 (-1.12%)
Current Value = 337,809.09
Cash = 44,633.79
Unpaid Dividends = 457
Total Portfolio = SGD 382,442.88

Time-Weighted = 18.54% (YTD), 144.04% (All)
Xirr = 25.44% (YTD), 22.99% (All)
Beta = 0.86
VaR = 10.86%
Expected Shortfall = 18.22%

P&L = +129,351 (+62.05%)
Dividends = +31,428.97 (+15.08%)
P&L + Div = +160,779.97 (+77.13%)

Closed P&L = +21,923.91 (+16.82%)
Closed Dividends = +718 (+0.55%)
Closed P&L + Div = +22,641.91 (+17.37%)

Overall P&L + Div = +183,421.88 (+85.81%)

1518 days ago
Portfolio

Portfolio Summary For 1 Oct 2020

Portfolio (All)

Baseline
SGX:ES3 on 1 Oct 2020, Day Change = +0.028 (+1.12%)

Total in SGD
Day Change = +6,067.04 (+1.81%)
Current Value = 341,771.96
Cash = 44,631.43
Unpaid Dividends = 456.95
Total Portfolio = SGD 386,403.39

Time-Weighted = 16.60% (YTD), 140.05% (All)
Xirr = 22.82% (YTD), 22.49% (All)
Beta = 0.86
VaR = 10.85%
Expected Shortfall = 18.22%

P&L = +133,350.64 (+63.98%)
Dividends = +31,428.97 (+15.08%)
P&L + Div = +164,779.61 (+79.06%)

Closed P&L = +21,923.91 (+16.82%)
Closed Dividends = +718 (+0.55%)
Closed P&L + Div = +22,641.91 (+17.37%)

Overall P&L + Div = +187,421.52 (+87.68%)

1519 days ago
Portfolio

Portfolio Summary For 30 Sep 2020

Portfolio (All)

Baseline
SGX:ES3 on 30 Sep 2020, Day Change = -0.003 (-0.12%)

Total in SGD
Day Change = -3,038.39 (-0.90%)
Current Value = 336,206.45
Cash = 44,638.82
Unpaid Dividends = 457.11
Total Portfolio = SGD 380,845.27

Time-Weighted = 17.91% (YTD), 142.74% (All)
Xirr = 24.76% (YTD), 22.86% (All)
Beta = 0.87
VaR = 10.86%
Expected Shortfall = 18.22%

P&L = +127,669.43 (+61.22%)
Dividends = +31,428.97 (+15.07%)
P&L + Div = +159,098.4 (+76.29%)

Closed P&L = +21,923.91 (+16.81%)
Closed Dividends = +718 (+0.55%)
Closed P&L + Div = +22,641.91 (+17.36%)

Overall P&L + Div = +181,740.31 (+85.02%)

1520 days ago
Portfolio

Portfolio Summary For 29 Sep 2020

Portfolio (All)

Baseline
SGX:ES3 on 29 Sep 2020, Day Change = -0.016 (-0.64%)

Total in SGD
Day Change = +735.42 (+0.22%)
Current Value = 339,925.4
Cash = 44,645.78
Unpaid Dividends = 457.26
Total Portfolio = SGD 384,571.17

Time-Weighted = 17.65% (YTD), 142.21% (All)
Xirr = 24.40% (YTD), 22.79% (All)
Beta = 0.87
VaR = 10.83%
Expected Shortfall = 18.22%

P&L = +131,279.1 (+62.92%)
Dividends = +31,428.97 (+15.06%)
P&L + Div = +162,708.07 (+77.98%)

Closed P&L = +21,923.91 (+16.80%)
Closed Dividends = +718 (+0.55%)
Closed P&L + Div = +22,641.91 (+17.35%)

Overall P&L + Div = +185,349.98 (+86.71%)

1521 days ago
Portfolio

Portfolio Summary For 28 Sep 2020

Portfolio (All)

Baseline
SGX:ES3 on 28 Sep 2020, Day Change = +0.019 (+0.76%)

Total in SGD
Day Change = +3,082.71 (+0.92%)
Current Value = 339,483.47
Cash = 44,653.90
Unpaid Dividends = 457.44
Total Portfolio = SGD 384,137.37

Time-Weighted = 16.76% (YTD), 140.37% (All)
Xirr = 23.22% (YTD), 22.56% (All)
Beta = 0.87
VaR = 10.86%
Expected Shortfall = 18.22%

P&L = +130,709.35 (+62.61%)
Dividends = +31,428.97 (+15.05%)
P&L (+Div) = +162,138.32 (+77.66%)

Closed (P&L) = +21,923.91 (+16.79%)
Closed Dividends = +718 (+0.55%)
Closed P&L (+Div) = +22,641.91 (+17.34%)

Overall P&L (+Div) = +184,780.22 (+86.45%)

26 Sep 2020

1524 days ago
Portfolio

Portfolio Summary For 25 Sep 2020

Portfolio (All)

Baseline
SGX:ES3 on 25 Sep 2020, Day Change = +0.015 (+0.60%)

Total in SGD
Day Change = +4,725.59 (+1.42%)
Current Value = 337,115.55
Cash = 44,674.23
Unpaid Dividends = 360
Total Portfolio = SGD 381,789.78

Time-Weighted = 14.96% (YTD), 136.67% (All)
Xirr = 21.03% (YTD), 22.14% (All)
Beta = 0.87
VaR = 10.87%
Expected Shortfall = 18.22%

P&L = +128,022.45 (+61.23%)
Dividends = +31,331.53 (+14.98%)
Current P&L (+Div) = +159,353.97 (+76.21%)

Closed (P&L) = +21,923.91 (+16.76%)
Closed Dividends = +718 (+0.55%)
Closed P&L (+Div) = +22,641.91 (+17.31%)

Overall P&L (+Div) = +181,995.88 (+85.14%)

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